About McSoley McCoy & Co.
<p>Founded in 2012, McSoley McCoy & Co. is an accounting firm in South Burlington, part of the Burlington metro in northwest Vermont.</p> <p>The firm provides accounting, tax, auditing, and advisory services. Its Assurance Services practice is led by partner and CPA Tom Stretton.</p> <p>Assurance work includes audits for commercial, manufacturing, and software companies, along with investment management firms and not-for-profit organizations. The firm also handles employee benefit plan engagements for organizations that need a qualified <a href="/auditors/401k">401(k) auditor</a> and related plan audit support.</p> <p>What sets the team apart is the range of industries covered under one assurance group, from operating companies to investment management, nonprofits, and benefit plans.</p> <ul> <li>Accounting, tax, and advisory services</li> <li>Audit and assurance services led by partner Tom Stretton, CPA</li> <li>Employee benefit plan audit work</li> <li>Experience with manufacturing, software, and investment management organizations</li> </ul>
Website: https://www.cpavt.com/
Founded: 2012
Office Locations
- South Burlington, VT (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 88
- Total AUM Audited: $7.9B
- 401(k): 88 plans, $7.9B AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN | THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN, VT | $2.2B | 13,241 |
| MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE, VT | $574M | 1,539 |
| CLARKSON UNIVERSITY PENSION PLAN | CLARKSON UNIVERSITY, NY | $373M | 772 |
| NATIONAL LIFE GROUP 401(K) PLAN | NATIONAL LIFE INSURANCE COMPANY, VT | $335M | 1,512 |
| CHAMPLAIN VALLEY PHYSICIANS HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | CHAMPLAIN VALLEY PHYSICIANS HOSPITAL, NY | $335M | 2,570 |
| MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE, VT | $312M | 1,039 |
| NATIONAL LIFE GROUP PENSION PLAN FOR EMPLOYEES | NLV FINANCIAL CORPORATION, VT | $309M | 726 |
| GREEN MOUNTAIN POWER CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN AND TRUST | GREEN MOUNTAIN POWER CORPORATION, VT | $243M | 533 |
| INCENTIVE RETIREMENT PLAN FOR EMPLOYEES OF PC CONSTRUCTION COMPANY | PC CONSTRUCTION COMPANY, VT | $150M | 472 |
| EMPLOYEES' RETIREMENT PLAN OF GREEN MOUNTAIN POWER CORPORATION | GREEN MOUNTAIN POWER CORPORATION, VT | $149M | 203 |
| CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | CHAMPLAIN COLLEGE INCORPORATED, VT | $116M | 396 |
| MOTIONAL AD RETIREMENT SAVINGS PROGRAM | MOTIONAL AD, INC., MA | $110M | 688 |
| CENTRAL VERMONT MEDICAL CENTER EMPLOYEES PENSION PLAN | CENTRAL VERMONT MEDICAL CENTER, VT | $98M | 113 |
| CFC ESOP | CARRIS FINANCIAL CORP, VT | $98M | 435 |
| RETIREMENT PLAN FOR EMPLOYEES OF SAINT MICHAEL'S COLLEGE | SAINT MICHAELS COLLEGE SERVICES, LLC, VT | $97M | 881 |
| CVPH MEDICAL CENTER EMP DEFINED BENEFIT PENSION PLAN | CHAMPLAIN VALLEY PHYSICIANS HOSPITAL, NY | $95M | 479 |
| NORTHWESTERN MEDICAL CENTER, INC. 403(B) PLAN | NORTHWESTERN MEDICAL CENTER, INC, VT | $93M | 762 |
| BURTON 401(K) INCENTIVE SAVINGS PLAN | BURTON CORPORATION, VT | $87M | 454 |
| MARATHON HEALTH, LLC. 401(K) PLAN | MARATHON HEALTH, LLC., IN | $81M | 1,516 |
| VELCO 401(K) PLAN | VERMONT ELECTRIC POWER COMPANY, INC., VT | $68M | 200 |
Showing top 20 of 88 plans serviced in 2024.